Phillips-Van Heusen (PVH) reported earnings for the fourth quarter earlier this week. How does the stock look now that the latest numbers are out?

Well, from a fundamental point of view, things are looking pretty good. According to Reuters, the apparel concern made an adjusted 93 cents per share. Talk about a beat: that number was ten pennies above the consensus projection. In terms of guidance, management expects to bring in an adjusted profit between $4.70 and $4.95 per share over the next fiscal year; Wall Street was thinking that $4.75 per share was likely.

The calendar quarter winds down this week and quarterly reports are due from Apollo Group (APOL), CarMax (KMX), Global Payments (GPN), Krispy Kreme (KKD), Lennar (LEN) and McCormick (MKC). But analysts surveyed by Thomson Reuters have high hopes for results from fertilizer and animal feed maker Mosaic (MOS), apparel maker Phillips Van Heusen (PVH) and discount retailer Family Dollar (FDO). So here's a look at what they anticipate from these three companies.

Mosaic

During its fiscal second quarter, Cargill agreed to distribute its stake in Mosaic, and Mosaic also said it would redeem senior notes. Analysts anticipate that the Minnesota-based potash producer will report per-share earnings of $1.07, a jump of 53.3% from the same quarter of last year. Mosaic also is expected to post revenue of $2.4 billion for the three months that ended in February. That's a 35.9% rise from a year earlier.

Analyst Upgrades

• Diamond Offshore (DO) to conviction buy from sell and Baker Hughes (BHI) to buy from neutral at Goldman.
• Frontier Communications (FTR) to outperform from market perform at Wells Fargo.
• Syntel (SYNT) to outperform from market perform at Wells Fargo, to buy from hold at Deutsche Bank and to buy from neutral at Janney Capital.
• Kulicke & Soffa (KLIC) and Fiserv (FISV) to outperform from perform at Oppenheimer.
• 3M (MMM) to neutral from underweight and Tyco (TYC) to overweight from neutral at JPMorgan.
• Collective Brands (PSS) and Nordstrom (JWN) to overweight from equal weight, as well as Foot Locker (FL) to equal weight from underweight, at Morgan Stanley.
• Amazon.com (AMZN) to buy from hold at Lazard Capital.
• Yamana Gold (AUY) to outperform from neutral at Credit Suisse.

After a week full of mixed economic data taking its toll on the markets, things will settle down somewhat this coming week.

• Monday: Fed releases October data on consumer credit outstanding.
• Tuesday: TIPP Economic Optimism Index is due.
• Wednesday: Labor Dept. offers initial jobless claims numbers for last week, EIA's crude oil inventory last week, October wholesale trade numbers from the Census Bureau.
• Friday: Trade balance data for October, Bureau of Labor Statistics releases its Import Price Index for November, preliminary Michigan Consumer Sentiment Index is due, and the Treasury Dept. releases the federal budget balance in November.

Analyst Upgrades

• Citigroup upgraded Colgate (CL) and Phillips-Van Heusen (PVH) to buy from hold.
• Wells Fargo upgraded IDACORP (IDA) to outperform from market perform.
• Union Pacific (UNP) was upgraded to outperform from neutral at RW Baird.
• Goldman upgraded Quicksilver (KWK) to neutral from sell.
• Republic Airways (RJET) was upgraded to buy from hold at Deutsche Bank.
• BofA/Merrill upgraded GAMCO Investors (GBL) to neutral from underperform.
• Senior Housing (SNH) was upgraded to outperform from market perform at JMP Securities.

Even though Americans are still concerned about the economy, anemic employment growth and saving enough for the future, it looks like consumers are starting to make their way back to the malls and department stores -- which is a good sign for Phillips-Van Heusen (PVH).

Macy's (M) reported same store sales rose 4.8% during September, and JCPenney (JCP) reported same store sales rose 5.1% during the same period. This is music to Phillips-Van Heusen's ears because the company owns a large amount of floor space in both of these department stores.

Analyst Upgrades

• Merriman upgraded Penn National (PENN) to buy from neutral, citing the company's strong balance sheet and management team. The firm also raised its target range for shares to $34 to $37.60.
• BMO Capital upgraded Cooper Companies (COO) to outperform from market perform and raised its price target to $55 from $46. The firm sees upside to Street estimates and increased visibility.
• Argus upgraded Watson Pharma (WPI) to buy from hold based on valuation.
• Phillips-Van Heusen (PVH) was upgraded to conviction buy from neutral at Goldman.
• Allstate (ALL) was upgraded to overweight from neutral at JPMorgan.
• Weingarten Realty (WRI) was upgraded to neutral from underperform at BofA/Merrill.

Analyst Upgrades

• Goldman upgraded Costco (COST) to buy from neutral based on valuation, improving fundamentals and potential catalysts. The firm raised its price target to $68 from $62.
• Soleil upgraded MGM Resorts (MGM) to buy from hold, citing valuation, easing balance sheet concerns and a multiyear convention recovery. The firm upped its target for shares to $14 from $13. Note, Soleil also downgraded Las Vegas Sands (LVS) to hold from buy.
• Piper Jaffray upgraded Phillips-Van Heusen (PVH) to overweight from neutral with a $59 price target following the company's better-than-expected Q2 results.
• Dell (DELL) was upgraded to buy from outperform at CLSA.
• CommScope (CTV) was upgraded to buy from neutral at UBS.
• EnCana (ECA) was upgraded to sector outperformer from sector performer at CIBC.

Analyst Upgrades

• Barclays upgraded GlaxoSmithKline (GSK) to overweight from equal weight and said investor concerns regarding Advair and Avandia are overdone.
• Leerink upgraded Bristol-Myers (BMY) to outperform from market perform, citing management's pipeline execution. Shares were also upgraded at Citigroup this morning to buy from hold.
• Goldman upgraded Medco Health (MHS) to buy from neutral and raised its price target on shares to $76 from $67. The firm cites valuation and expectations that earnings will accelerate in 2H10 driven by a stronger generic outlook.
• U.S. Steel (X) was upgraded to neutral from sell at UBS.
• Blyth (BTH) was upgraded to hold from underperform at Jefferies.
• IPC The Hospitalist Co. (IPCM) was upgraded to buy from hold at Deutsche Bank.

Analyst Upgrades

• Bernstein upgraded Boeing (BA) to outperform from market perform, citing valuation. The firm also raised its price target to $81 from $80.
• Wells Fargo upgraded Thomas & Betts (TNB) to outperform from market perform, citing valuation and an expected recovery in North American nonresidential construction.
• RBC Capital upgraded Susquehanna (SUSQ) to outperform from sector perform and has a $14 target on the stock. The firm thinks the stock's valuation is attractive as its decline in response to the European debt crisis and financial regulatory reform has been overdone.
• Priceline.com (PCLN) was upgraded to buy from hold at KeyBanc.
• Genzyme (GENZ) was upgraded to neutral from underweight at JPMorgan.
• RightNow (RNOW) was upgraded to overweight from market weight at Thomas Weisel.

Analyst Upgrades

• Piper Jaffray upgraded Psychiatric Solutions (PSYS) to neutral from underweight on expectations the company's merger with Universal Health (UHS) will close.
• Jefferies upgraded Intuit (INTU) to buy from neutral and has a $45 price target on the stock. The firm expects Intuit's 2011 tax season to be at least as good as 2010's and sees improvement in the SMB exposed businesses.
• Wells Fargo upgraded Unica (UNCA) to outperform from market perform. The firm upgraded the stock due to what it sees as improving trends in marketing spending, upcoming enhancements in the company's products and long-term opportunity for marketing software to exceed expectations.
• Textron (TXT) was upgraded to conviction buy from buy at Goldman.
• RightNow (RNOW) was upgraded to outperform from market perform at FBR Capital.
• Beazer Homes (BZH) was upgraded to buy from hold at Citigroup.

Analyst Upgrades

• Oppenheimer upgraded Williams-Sonoma (WSM) to outperform from perform. Opco believes the company's business model is being underappreciated by investors and upped its target price for shares to $40 from $26.
• BMO Capital upgraded Tractor Supply (TSCO) to market perform from underperform and set a $75 target. The firm upgraded the stock after the company's positive preannouncement.
• JCPenney (JCP) was upgraded to conviction buy from neutral at Goldman.
• DISH Network (DISH) was upgraded to buy from neutral at UBS.
• BJ's Wholesale (BJ) was upgraded to neutral from underperform at Credit Suisse.
• Taseko Mines (TGB) was upgraded to buy from hold at TD Newcrest.